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Associate Financial Rep Jobs in Rohnert Park, CA

United States Coast Guard

Storekeeper

Petaluma, CA · On-site

$22.25 - $29/hr

Contract specialist, contracting officer, and contracting officer representative training. Certifications as defense financial manager, public accountant, logistics technician, logistics associate ...

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$29

$73

How much do associate financial rep jobs pay per hour?

As of Jun 1, 2026, the average hourly pay for associate financial rep in Rohnert Park, CA is $29.15, according to ZipRecruiter salary data. Most workers in this role earn between $21.30 and $28.51 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Associate Financial Representative, and why are they important?

To thrive as an Associate Financial Representative, you need a solid grasp of financial concepts, attention to detail, and a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 6 or 7 is often required. Strong interpersonal skills, active listening, and professionalism help build trust and rapport with clients. These skills are crucial for delivering accurate financial advice, maintaining regulatory compliance, and fostering long-term client relationships.

What are some common challenges faced by Associate Financial Representatives during their first year on the job?

New Associate Financial Representatives often encounter challenges such as building a client base from the ground up, mastering complex financial products, and balancing administrative duties with client-facing activities. Learning to manage time effectively while prospecting, conducting meetings, and staying current with industry regulations can feel overwhelming at first. However, most firms provide mentorship, training, and support from more experienced team members to help new associates overcome these hurdles and develop strong professional skills.

What are Associate Financial Representatives?

Associate Financial Representatives are entry-level professionals who support financial advisors and clients in a variety of administrative and customer service tasks. Their duties often include preparing financial documents, managing client records, scheduling appointments, and responding to client inquiries. They help ensure that the office runs smoothly and assist in the delivery of financial services. This role is typically a stepping stone to becoming a full-fledged financial advisor, offering exposure to the financial planning industry and valuable on-the-job training.

What is the difference between Associate Financial Rep vs Financial Advisor?

AspectAssociate Financial RepFinancial Advisor
CredentialsSeries 6 or 7, possibly some state licensesSeries 7, 66, or 65, CFP certification often preferred
Work EnvironmentSupport role in financial firms, assisting senior repsClient-facing, providing personalized financial planning
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

The Associate Financial Rep typically supports senior financial professionals, focusing on client service and administrative tasks, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. The roles differ mainly in responsibility level and client interaction, but they share similar licensing requirements and industry environments.

What cities near Rohnert Park, CA are hiring for Associate Financial Rep jobs? Cities near Rohnert Park, CA with the most Associate Financial Rep job openings:
Associate Financial Rep jobs near you
Storekeeper

Storekeeper

United States Coast Guard

Petaluma, CA • On-site

$22.25 - $29/hr

Full-time, Part-time

Posted 26 days ago

United States Coast Guard rating

7.5

Company rating: 7.5 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

30th of 46 rated military and defense

Job description

Are You...
  • Organized?
  • Good with math and analytics?
  • Comfortable with computer software?
  • A skilled communicator?

Skills You'll Learn
Supply chain and logistics management
Large organization accounting and analytics
Purchasing and contracting for an organization
Training You'll Get
  • SKs receive an 8-week rating course in Petaluma, CA, with instruction in procurement, shipping and receiving, inventory management, accounting, and records and reports.
  • Contract specialist, contracting officer, and contracting officer representative training. Certifications as defense financial manager, public accountant, logistics technician, logistics associate, production and inventory management, transportation professional, and accounts payable professional.
  • Both full-time and part-time Coast Guard-funded educational opportunities leading to an associate or bachelor's degree or higher may be available. Specifically, the Financial Accounting and Contract Management Programs are available to the SK rating.

Related Civilian Jobs
  • Accountant or Financial Analyst
  • Supply Chain Manager
  • Contracting Specialist
  • Property and Asset Manager
  • Purchasing Agent

What United States Coast Guard employees say

Pay

Benefits

Hours and flexibility

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About United States Coast Guard

Sourced by ZipRecruiter

The United States Coast Guard (USCG) is a branch of the United States Armed Forces situated in Washington, DC, US. As part of its key mission, it is responsible for ensuring maritime safety, security, and stewardship. Founded on August 4, 1790, it is one of the country's oldest organizations in continuous service. The USCG offers a service portfolio that includes maritime law enforcement, mariner assistance, maritime environmental protection, and defense readiness. The USCG's core values include Honor, Respect, and Devotion to Duty. The mission statement of the USCG is to protect the maritime interests of the United States and ensure the nation's maritime economy.

Industry

National security and international affairs

Headquarters location

Washington, DC, US

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